Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact
Craft on Tap, Now Serving Growth Marketing for RIAs
Claim This Podcastby Craft Impact
5.0(16 reviews)
35 episodes
Updated Daily
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24
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality36
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YouTube0
Engagement32
Podcast Overview
Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact
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🇺🇲
Publishing Since
4/29/2025
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Recent Episodes
August 12, 2026
Craft on Tap #35: Should I Try Google Local Service Ads to Get More Leads?
<p>As more searches end in a Google AI overview instead of a blue link, Stephen Beach and Faustin Weber explain why Local Service Ads are worth considering for your RIA</p><ul><li><p>What makes Local Service Ads different from a standard Google Ads campaign</p></li><li><p>Why these ads only fire for people already searching to hire an advisor</p></li><li><p>The debt consolidation problem hiding inside "financial advisor near me" searches</p></li><li><p>Using zip code targeting to steer ads toward wealthier prospects</p></li><li><p>The ID checks, license verification, and walkthrough video Google now requires</p></li><li><p>Two qualified leads in one week: a real result from a 150-review client</p></li></ul><p>🕒 Timestamps:</p><p>(0:00) Intro: Why Google Local Service Ads deserve a spot in an advisor's marketing strategy</p><p>(4:33) Google Local Service Ads vs. Google Ads: What's the difference?</p><p>(7:43) Why Local Service Ads attract bottom-of-the-funnel prospects</p><p>(9:10) The biggest challenge: Paying for unqualified leads</p><p>(10:30) Best use cases: New office locations, new markets, and growth opportunities</p><p>(13:00) How targeting wealthy ZIP codes helps improve lead quality</p><p>(16:20) Why getting Local Service Ads up and running takes more work than expected</p><p>(20:45) Preparing your team to handle calls and convert qualified leads</p><p>(23:35) Real-world impact: How the right foundation led to early client wins</p><p>(26:00) Closing exercise: Building a follow-up process that turns leads into clients</p><p>Subscribe for more Craft on Tap episodes.</p><p>#CraftOnTap #RIAMarketing #GoogleAds #FinancialAdvisorMarketing #GEO #RIAGrowth #FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact</p><p><br></p>
July 20, 2026
Your Firm's Website: AI Tools, Local Search, and What Actually Converts | Craft on Tap #34
<p>Stephen Beach and Faustin Weber of Craft Impact break down what RIAs should know about websites in 2026, including when AI-generated pages make sense, why local Google search still outperforms AI search for most advisors, and what it takes to convert high-net-worth referrals once they land on your site.</p><p><br></p><p>00:40 Websites as your firm's biggest marketing asset</p><p>04:20 The elephant in the room: AI-generated websites</p><p>05:40 Pros of AI site builders: cost, speed, and low commitment</p><p>08:10 Speed-testing new markets with AI pages</p><p>09:40 The con: AI sites all look the same</p><p>12:30 Credibility cost for firms going upmarket</p><p>14:40 High-end clients can smell AI from a mile away</p><p>18:40 AI search vs. traditional search: what the traffic data shows</p><p>22:30 Balancing SEO for bots vs. humans</p><p>25:00 Google Local Search: $1M+ in new clients in 48 hours, no paid ads</p><p>28:40 What to include on your pages to rank locally and in LLMs</p><p>34:00 Ensemble Investor Survey: how $1M to $5M clients actually find advisors</p><p>43:00 Wrap-up and resources</p><p><br></p><p>Subscribe for more Craft on Tap episodes.</p><p><br></p><p>#CraftOnTap #RIAMarketing #FinancialAdvisorWebsite #LocalSEO #WealthManagement</p><p><br></p>
April 23, 2026
Guest Kendra Wright: What’s working in financial advisor marketing | Ep 33
<p>Most advisors are running their marketing in too many directions at once, speaking to too many people, and wondering why nothing converts. In this episode of Craft on Tap, Stephen Beach and Faustin Weber sit down with Kendra Wright, founder of Rebel Media Agency and host of Advisor Marketing Made Simple, for a candid conversation about what is moving the needle for RIAs right now.</p><p>Kendra is one of the sharpest marketing minds in the financial advisory space, and yes, she and the Craft Impact team are technically competitors. But they're also aligned on something more important: the industry deserves better marketing, and there's more than enough room to raise the bar together.</p><p>They cover:</p><ul><li><p>Target personas and the funnel</p></li><li><p>Scaling lead flow with video</p></li><li><p>The efficiency of repurposing</p></li><li><p>Logic-based booking systems</p></li><li><p>Referrals versus scalable digital channels</p></li><li><p>Generational shifts in advisor selection</p></li><li><p>The 50% marketing cut</p></li></ul><p>⏱️ Timestamps:</p><p><strong>(0:28)</strong> Intro: Welcome, Kendra Wright of Rebel Media Agency</p><p><strong>(4:40)</strong> Why "one client type per funnel" is the first fix </p><p><strong>(13:02)</strong> Case Study: How Thomas Cook landed 10 new clients via YouTube</p><p><strong>(22:39)</strong> Kendra’s spicy take on why content repurposing is often a waste of money</p><p><strong>(31:51)</strong> Designing a right fit booking process to protect your calendar</p><p><strong>(46:53)</strong> Real-world impact: Adding $160,000 in revenue by removing 100+ unqualified leads</p><p><strong>(53:23)</strong> The Great Debate: Are referrals the icing or the cake of an advisor’s strategy?</p><p><strong>(1:00:35)</strong> Exploring the "referral ceiling" and changing generational consumer habits</p><p><strong>(1:11:40)</strong> Closing exercise: Reclaiming focus through the 50% marketing cut </p><p>Interested in more marketing tips? Reach out directly: stephen@craftimpact.com or faustin@craftimpact.com</p><p>🎙️ Learn more about how Craft Impact helps RIAs with their marketing: <a href="https://www.craftimpact.com/" target="_blank" rel="noopener noreferer">craftimpact.com </a></p><p>🔔 Subscribe to Craft on Tap on YouTube, Spotify, and Apple Podcasts </p><p>➡️ <a href="https://www.linkedin.com/in/kendra-wright-41602a64" target="_blank" rel="noopener noreferer">Follow Kendra Wright on LinkedIn</a></p><p>🔔<a href="https://rebelmedia.kit.com/eb17bcf508" target="_blank" rel="noopener noreferer">Subscribe to Kendra’s Newsletter</a></p><p>⭐ If this episode was useful, a 5-star rating helps other advisors find us.</p><p>#RIAMarketing #AIMarketing #FinancialAdvisors #WealthManagement #GrowthMarketing #CraftOnTap #CraftImpact #ClaudeAI #MarketingForRIAs #FinancialAdvisorMarketing</p><p><br></p>
35 total episodes available
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